---
schema_version: "secwatch.filing_event.v1"
accession: "0000950170-23-063701"
form_type: "8-K"
ticker: "KOD"
cik: "0001468748"
company_name: "Kodiak Sciences Inc."
filed_at: "2023-11-14T23:59:59+00:00"
generated_at: "2026-06-08T03:23:58.312945+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Kodiak Sciences Q3 net loss $50M; GLOW study shows tarcocimab 29-fold improvement

## Summary
- Net loss $50.0M ($0.95/shr) vs $77.0M ($1.47) in Q3 2022; cash $345.7M.
- R&D expenses fell to $36.2M from $61.7M due to development pause and forfeitures.
- GLOW phase 3: 41.1% tarcocimab patients had ≥2-step DRSS improvement vs 1.4% sham (p<0.0001).
- 89% risk reduction in sight-threatening complications; plan to reboot tarcocimab for single BLA.
- KSI-501 phase 1 enrollment complete; data expected Q1 2024.

## SEC filing metadata
- accession: 0000950170-23-063701
- form_type: 8-K
- ticker: KOD
- cik: 0001468748
- company_name: Kodiak Sciences Inc.
- filed_at: 2023-11-14T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1468748/000095017023063701/0000950170-23-063701-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1468748/000095017023063701/kod-20231114.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000950170-23-063701
- JSON: https://secwatch.observer/filing/0000950170-23-063701.json
- Plain text: https://secwatch.observer/filing/0000950170-23-063701.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.